Panoply Setup Guide

Follow our setup guide to connect Panoply to Fivetran.

Prerequisites

To connect Panoply to Fivetran, you need the following:

• A functional Panoply account
• Permission to connect as an Admin user
• A Fivetran role with the Create Destinations or Manage Destinations permissions

Setup instructions

Find standard JDBC connection details

1. Log in to your Panoply account.
2. In the navigation menu, click BI Connection.
3. In the Connection Details page, find your connection details. Make a note of the details. You will need them to configure Fivetran.

Complete Fivetran configuration

1. Log in to your Fivetran account.
2. Go to the Destinations page and click Add destination.
3. Enter a Destination name of your choice and then click Add.
4. Select Panoply as the destination type.
5. In the destination setup form, enter the Host name you found in Step 1.
6. Enter the Port number you found in Step 1.
7. Enter the User name you found in Step 1.
8. Enter your Password.
9. Enter the Database name you found in Step 1.
10. Choose the Data processing location. Depending on the plan you are on and your selected cloud service provider, you may also need to choose a Cloud service provider and cloud region as described in our Destinations documentation.
11. Choose your Time zone.
12. (Optional for Business Critical accounts) To enable regional failover, set the Use Failover toggle to ON, and then select your Failover Location and Failover Region. Make a note of the IP addresses of the secondary region and safelist these addresses in your firewall.
13. Click Save & Test.

Fivetran tests and validates the Panoply connection. On successful completion of the setup tests, you can sync your data using Fivetran connectors to the Panoply destination.

In addition, Fivetran automatically configures a Fivetran Platform Connector to transfer the connector logs and account metadata to a schema in this destination. The Fivetran Platform Connector enables you to monitor your connectors, track your usage, and audit changes. The connector sends all these details at the destination level.

IMPORTANT: If you are an Account Administrator, you can manually add the Fivetran Platform Connector on an account level so that it syncs all the metadata and logs for all the destinations in your account to a single destination. If an account-level Fivetran Platform Connector is already configured in a destination in your Fivetran account, then we don't add destination-level Fivetran Platform Connectors to the new destinations you create.

Setup tests

Fivetran performs the following Panoply connection tests:

• The Database Host Connection Test validates the database credentials you provided in the setup form. The test verifies that the host is not private and then checks the connectivity to the host.
• The Connection Test connects to your database instance and executes queries to check if we have the permissions to access the information_schema and pg_catalog schemas.

NOTE: The tests may take a couple of minutes to finish running.

API destination config

IMPORTANT: We have disabled the creation of new Panoply destinations using the API. Use the following details to modify existing destinations.

Request

POST https://api.fivetran.com/v1/destinations

{
    "group_id":  "target_group_id",
    "service": "panoply",
    "region": "US",
    "time_zone_offset": "-5",
    "config" : 
        {
          "host": "87a8z-3da23-3da8d-cloud.sql.com",
          "port": 443,
          "database": "production",
          "user": "admin",
          "password": "fresh_air_267@83",
          "tunnel_host": "ssh.server.com",
          "tunnel_port": "564",
          "tunnel_user": "Fivetran"
        }
}

Config parameters

Related articles

description Destination Overview

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